CSWC

Capital Southwest Corp

Latest period2026 - Q2Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 13 superinvestors own shares of Capital Southwest Corp (CSWC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Capital Southwest Corp (CSWC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Capital Southwest Corp (CSWC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Capital Southwest Corp (CSWC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
David Block@Sanders Morris Harris Llc
Recent Activity
Decreased -31.6%
10.48%
$18.065M
759,992 shares@ 23.77 avg price
Ben Frey@Epiq Partners, Llc
Recent Activity
Decreased -5.86%
2.97%
$6.988M
294,003 shares@ 23.77 avg price
Steven Farmer@Confluence Investment Management Llc
Recent Activity
Increased 0.03%
0.04%
$2.267M
95,362 shares@ 23.78 avg price
Daniel Ortega@B. Riley Wealth Advisors, Inc.
Recent Activity
Increased 0.03%
0.09%
$1.641M
69,775 shares@ 23.52 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -2.15%
0.05%
$1.483M
62,374 shares@ 23.78 avg price
Dennis R. Plyler@Fcg Investment Co
Recent Activity
Increased 29%
0.12%
$327,147
13,763 shares@ 23.78 avg price
Aniko Kozo@Generali Investments Cee, Investicni Spolecnost, A.s.
Recent Activity
0.02%
$303,258
12,758 shares@ 23.78 avg price
Stacie Brass@Accel Wealth Management
Recent Activity
Increased 0.11%
0.07%
$297,615
12,521 shares@ 23.77 avg price
Alex Lee@Allied Private Wealth Llc
Recent Activity
New Position
0.03%
$37,028
1,575 shares@ 23.51 avg price
Gina Cook@Hhm Wealth Advisors, Llc
Recent Activity
0.01%
$16,639
700 shares@ 23.77 avg price

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